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Forest Capital Operating Company LLC

● SEC registered since 2023CRD 325514SEC# 801-127542Concord, NC
Export (members)
Reg. AUM
$143.2M
Employees
4
Accounts
247
Location
Concord, NC

Forest Capital Operating Company LLC assets under management

Forest Capital Operating Company LLC operates as an SEC-registered investment adviser based in Concord, NC. The firm has been registered since 2023. It reports $143.2 million in regulatory assets under management and employs 4 people.

Forest Capital Operating Company LLC owners & executives

3 reported
NameTitleOwnershipSince
Carey David McClure ControlCoo/Cco Member25-50%2024
Dana Coulter ControlMember25-50%2024
Dimitri Triantafyllides ControlMember25-50%2024

Frequently asked questions

How much does Forest Capital Operating Company LLC manage?

Forest Capital Operating Company LLC reports $143.2 million in regulatory assets under management on its Form ADV.

How many employees does Forest Capital Operating Company LLC have?

Forest Capital Operating Company LLC reports 4 employees.

Where is Forest Capital Operating Company LLC located?

Forest Capital Operating Company LLC is based in Concord, NC and has been SEC-registered since 2023.

Does Forest Capital Operating Company LLC disclose fund performance?

Forest Capital Operating Company LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 McGill Ave NW Ste 200, Concord, NC 28027
Phone704.533.9876
Office hours9-5
SEC regionAtlanta Regional Office (ARO)
CIK2024042
Discloses disciplinary historyNo

Assets under management

Discretionary$143.2M
Non-discretionary$0
Total (RAUM)$143.2M